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Southern Company

2,239 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 860 increasing their positions, 804 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.87% more ownership

Funds ownership: 71.51%72.38% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.03B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.97B
Puts
$1.62B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1176
Dakota Wealth Management
Florida
$637K
CT
1177
Clearstead Trust
Maine
$636K
YCG
1178
Yeomans Consulting Group
Georgia
$634K
CCA
1179
Childress Capital Advisors
Texas
$633K
BFG
1180
Beacon Financial Group
Texas
$632K
BAM
1181
Beaumont Asset Management
Texas
$632K
AHL
1182
Abel Hall LLC
Louisiana
$632K
BCM
1183
BluePath Capital Management
Georgia
$632K
RK
1184
Rather & Kittrell
Tennessee
$631K
APW
1185
Aventura Private Wealth
Florida
$627K
AGWCA
1186
Annis Gardner Whiting Capital Advisors
Florida
$626K
CTB
1187
Country Trust Bank
Illinois
$626K
BWP
1188
Baldwin Wealth Partners
Massachusetts
$625K
WAL
1189
W Advisors LLC
Tennessee
$625K
AWM
1190
Abound Wealth Management
Tennessee
$624K
V
1191
ViaWealth
Kansas
$621K
LIM
1192
Lathrop Investment Management
Arkansas
$621K
NIM
1193
Northeast Investment Management
Massachusetts
$620K
PMG
1194
ProVise Management Group
Florida
$620K
DWM
1195
Destination Wealth Management
California
$619K
BP
1196
Ballentine Partners
Massachusetts
$619K
SL
1197
Sentry LLC
Tennessee
$619K
PAM
1198
Peninsula Asset Management
Florida
$618K
DWT
1199
Dorsey & Whitney Trust
South Dakota
$618K
FEG
1200
Financial Enhancement Group
Indiana
$617K